Past events

Are you leveraging all the technology available to you at Ameriprise?

PDT

Join this event online

Will Chase, Senior Director Digital Marketing - Ameriprise Financial Services, LLC

Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® Regional Vice President with Ameriprise Financial

Learn more about the following:

  • Get “on-the-go” access
  • Message Center
  • Statements & Documents
  • Total View
  • Using e-Signature
  • Personalize your Accounts

Social Security & Medicare Virtual Event

PDT

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Jennifer Taboada, Director - BlackRock Business Consulting

Gilbert Financial Advisors

Please join us for a virtual webinar. "Securing Your Retirement - Transforming Social Security into A Winning Retirement Strategy" & "Making Medicare Work for You."

Back to School Drive

MST

Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297

Gilbert Financial Advisors

We will be partnering with Autism Academy for Education & Development and Lauren’s Institute for Education to provide these special needs students with school supplies for the upcoming school year. The Gilbert Branch values being involved in our community and are excited to host this event and will have a week-long supply drop off window.

Monday – Friday, 7/15 – 7/19
8:30am– 3:30pm

Please reach out to us for a supply list.

Retain Your Brain: How to age-proof your most valuable asset

PDT

Join this event online

Brian Briggs, Managing Director Applied Insights at Hartford Funds

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial

“We have strong evidence that simple lifestyle interventions can dramatically improve brain health and lower the risk of disease today, tomorrow, and in years to come.”

What you’ll learn:

  • Your Age vs. your Brain’s Age
  • The Importance of Brain Health
  • How to Age-Proof Your Brain

A workbook will be available for distribution following our event.

Shred It Event

MST

Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297

Gilbert Financial Advisors

Please join us for our complimentary post tax season document shredding event.

Shredding is a quick and convenient way to dispose of your information in a manner that provides added security against identity theft – and it’s great for the environment. All shredded documents are recycled.